Atria Wealth Solutions’s EQT Corp EQT Stock Holding History

Atria Wealth Solutions’s Portfolio EQT Stock Details EQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Sell	4,614 -29	-0.6%	-$1.56K	0.01%	1223
2025 Q1	$248K	Buy	+4,643	New	+$237K	﹤0.01%	1596
2024 Q4	–	Sell	-5,992	Closed	-$220K	–	2004
2024 Q3	$220K	Sell	5,992 -5,038	-46%	-$171K	﹤0.01%	1727
2024 Q2	$408K	Buy	11,030 +154	+1%	+$6.03K	﹤0.01%	1334
2024 Q1	$403K	Buy	10,876 +2,489	+30%	+$89.1K	﹤0.01%	1363
2023 Q4	$324K	Buy	8,387 +1,291	+18%	+$52.4K	﹤0.01%	1441
2023 Q3	$288K	Sell	7,096 -838	-11%	-$34.7K	﹤0.01%	1441
2023 Q2	$326K	Sell	7,934 -1,196	-13%	-$42.3K	﹤0.01%	1383
2023 Q1	$291K	Buy	+9,130	New	+$293K	﹤0.01%	1439
2022 Q4	–	Sell	-8,957	Closed	-$365K	–	1815
2022 Q3	$365K	Sell	8,957 -12,769	-59%	-$554K	0.01%	1188
2022 Q2	$747K	Buy	21,726 +15,572	+253%	+$642K	0.01%	820
2022 Q1	$212K	Buy	+6,154	New	+$150K	﹤0.01%	1558

Other funds holding EQT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return